Estate of Rose, J. Appeal of: Reilly, A.

CourtSuperior Court of Pennsylvania
DecidedAugust 17, 2023
Docket1164 WDA 2022
StatusUnpublished

This text of Estate of Rose, J. Appeal of: Reilly, A. (Estate of Rose, J. Appeal of: Reilly, A.) is published on Counsel Stack Legal Research, covering Superior Court of Pennsylvania primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Rose, J. Appeal of: Reilly, A., (Pa. Ct. App. 2023).

Opinion

J-A15038-23

NON-PRECEDENTIAL DECISION - SEE SUPERIOR COURT OP 65.37

THE ESTATE OF JOHN ROBERT ROSE : IN THE SUPERIOR COURT OF : PENNSYLVANIA : APPEAL OF: ARDEN REILLY : : : : : : No. 1164 WDA 2022

Appeal from the Order Entered September 23, 2022 In the Court of Common Pleas of Allegheny County Orphans' Court at No(s): NO-02-21-106

BEFORE: MURRAY, J., McLAUGHLIN, J., and PELLEGRINI, J.*

MEMORANDUM BY PELLEGRINI, J.: FILED: August 17, 2023

In this intestate succession case, Arden Reilly (Reilly) petitioned to be

the son and intestate heir of John Robert Rose (Decedent). Decedent’s estate

filed preliminary objections asserting, among other things, that Decedent was

not Reilly’s father. The Court of Common Pleas of Allegheny County (orphans’

court) sustained the preliminary objections and dismissed his petition. After

Reilly filed this appeal, genetic testing confirmed that Decedent was not his

natural father. Undeterred, he argues that our intestate succession laws

permit him to be Decedent’s heir because Decedent held him out as his son.

After review, we affirm.

____________________________________________

* Retired Senior Judge assigned to the Superior Court. J-A15038-23

I.

A.

Decedent was born in 1953 and had one sister, Judith A. Rose (Sister).

He was married once from 1984 to 1986 to a woman named Monica Reilly.

During their marriage, she gave birth to a son, Reilly, but the birth certificate

did not list Decedent as the father.

On November 25, 2020, Decedent died intestate and unmarried in

Pittsburgh. On January 7, 2021, Sister filed a petition for grant of letters of

administration with the Register of Wills of Allegheny County. In her petition,

Sister averred that she was Decedent’s sister and sole heir and that she was

renouncing her right to administer her brother’s estate in favor of Attorney

Thomas Dempsy, Jr. Accordingly, the register of wills granted letters of

administration to Attorney Dempsey that same day.

At the time that the letters were issued, Decedent’s body was still being

held at the Allegheny County Medical Examiner’s Office. As a result, on

January 20, 2021, Attorney Dempsey petitioned for Decedent’s remains to be

released to Sister because she and not Reilly was Decedent’s closest relative

by blood. In support of this assertion, Attorney Dempsey pointed to two

emails that Reilly sent to the medical examiner’s office in which he admitted

that a man named Paul Stevens and not Decedent was his biological father.

On January 29, 2021, the orphans’ court granted the petition and ordered that

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the remains be released to Sister for funeral arrangements.1 On March 11,

2021, Sister’s ex-husband, Thomas Marotta (Administrator), was substituted

as the estate’s administrator.

On December 23, 2021, Reilly petitioned for a citation to show cause

why he should not be Decedent’s interstate heir. In his petition, Reilly

asserted that he was Decedent’s heir because Decedent was married to his

mother when he was born and held him out as his son both during and after

the marriage. For support, Reilly relied on Section 2107 of Pennsylvania’s

Decedents, Estates and Fiduciaries Code (PEF Code). Under that section, a

child born out of wedlock can be considered the child of a father when there

is clear and convincing evidence that during the child’s lifetime, “the father

openly holds out the child to be his and receives the child into his home, or

openly holds the child out to be his and provides support for the child.” 20

Pa.C.S. § 2107(c)(2). Even though Section 2107 applied to children born out

of wedlock, Reilly argued that the section “can only serve to create an even

stronger presumption under which a child born of wedlock may inherit,” since

“[s]urely the drafters of the PEF Code would not intend that a child born during

1 The orphans’ court’s order also directed that Reilly receive notice of any arranged funeral services.

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a marriage, of wedlock, have less right to inherit from their father than a child

born out of wedlock.”2

On February 9, 2022, Administrator filed preliminary objections raising

three grounds for dismissal of Reilly’s petition: (1) that Reilly had failed to

timely appeal within one year from the January 7, 2021 grant of letters of

administration as required by Section 908 of the PEF Code;3 (2) that Reilly’s

petition named only Administrator as a respondent, thus failing to join Sister

as an indispensable party; and (3) that Reilly admitted that Decedent was not

his natural father.

Reilly responded on March 1, 2022. Addressing first whether he needed

to appeal from the grant of letters of administration, Reilly argued that such

an appeal was not necessary because he was contesting only Sister’s status

as sole heir and not the grant of letters of administration; that his petition was

filed less than one year after the original grant of letters of administration;

and that the register of wills had granted new letters of administration on

2 Petition for Citation, 12/23/21, ¶¶ 13-14.

3 Under Section 908(a), “[a]ny party in interest seeking to challenge the probate of a will or who is otherwise aggrieved by a decree of the register … may appeal therefrom to the court within one year of the decree.” 20 Pa.C.S. § 908(a). Administrator contended that Reilly’s petition was not an appeal from the original decree of the register of wills but instead a separate and declaratory judgment action to establish a filial relationship with Decedent. See Administrator’s Preliminary Objections, 2/9/22, ¶ 50.

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March 19, 2021, that could be appealed until March 19, 2022.4 As for the

indispensable party issue, Reilly asserted that his petition sought relief from

Administrator and not Sister, and that the attorney for Administrator who was

served with the petition and citation had already appeared as Sister’s counsel.

Last, Reilly asserted that it was not yet known whether he was Decedent’s

natural son because genetic testing was not performed during Decedent’s

lifetime, and that he should still be permitted to prove that he is Decedent’s

heir under Section 2107 because he was born during Decedent’s marriage to

his mother and Decedent held him out as his son.

On June 30, 2022, Reilly filed a supplemental response requesting

discovery and an evidentiary hearing on the issue of whether he is Decedent’s

son. Administrator moved to strike Reilly’s supplemental response because

he did not obtain Administrator’s approval. Reilly, in turn, responded by

asserting, among other things, that he was, in fact, Decedent’s biological son.

At argument on the preliminary objections, Reilly argued that until paternity

testing was conducted, an evidentiary hearing was necessary. However, if

paternity testing showed that he was not Decedent’s natural son, Reilly

4 While not conceding the merit of Administrator’s claims, on March 18, 2022,

Reilly refiled his petition for citation to show cause why petitioner should not be an intestate heir as a petition for appeal of the register of wills’ March 19, 2021 grant of letters of administration, which he served on both Administrator and Sister.

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conceded that would “end the case” and there would be no dispute about

Reilly’s parentage.

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Estate of Rose, J. Appeal of: Reilly, A., Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-rose-j-appeal-of-reilly-a-pasuperct-2023.